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WFG Advisors’s Teradyne TER Stock Holding History

WFG Advisors’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$117K Buy
3,900
+700
+22% +$23.5K 0.03% 495
2017
Q1 		$100K Sell
3,200
-700
-18% -$20K 0.03% 480
2016
Q4 		$99K Sell
3,900
-300
-7% -$7.12K 0.02% 523
2016
Q3 		$91K Hold
4,200
– – 0.02% 545
2016
Q2 		$83K Hold
4,200
– – 0.02% 549
2016
Q1 		$91K Hold
4,200
– – 0.03% 497
2015
Q4 		$87K Sell
4,200
-100
-2% -$1.99K 0.03% 507
2015
Q3 		$77K Hold
4,300
– – 0.02% 521
2015
Q2 		$83K Sell
4,300
-200
-4% -$4K 0.02% 586
2015
Q1 		$85K Sell
4,500
-338
-7% -$6.47K 0.02% 581
2014
Q4 		$96K Hold
4,838
– – 0.02% 653
2014
Q3 		$94K Buy
4,838
+700
+17% +$13.7K 0.02% 691
2014
Q2 		$81K Sell
4,138
-100
-2% -$1.86K 0.02% 729
2014
Q1 		$84K Sell
4,238
-200
-5% -$3.87K 0.02% 708
2013
Q4 		$78K Hold
4,438
– – 0.01% 837
2013
Q3 		$73K Hold
4,438
– – 0.01% 798
2013
Q2 		$78K Buy
+4,438
New +$73.7K 0.01% 747

Other funds holding TER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

WFG Advisors's TER Position: Q2 2017 in Review

WFG Advisors increased its Teradyne (TER) stake by 22% in Q2 2017, buying an estimated $23.5K and bringing the position to 3,900 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #495.

WFG Advisors first reported a position in TER in Q2 2013 and has held it in 17 quarters since. 388 funds tracked by Wall St. Rank hold TER as of Q2 2017.

  • WFG Advisors held 3,900 shares of Teradyne worth $117K as of Q2 2017.
  • WFG Advisors bought 700 Teradyne shares in Q2 2017, an estimated $23.5K.
  • Teradyne made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #495 holding.
  • WFG Advisors first reported a position in Teradyne in Q2 2013 and has held it in 17 quarters since.
  • 388 funds tracked by Wall St. Rank held Teradyne as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.